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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $162,162 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $74,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,531 | $50,902+128.9% | $155,534-25.1% | $77,736+49.9% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 13.28% | 34.85%-21.6pp | 64.92%-51.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $4,199 | $1,991+110.9% | $4,675-10.2% | $2,728+54.0% |
| Participant deferral / active EE | $5,175 | $2,824+83.3% | $5,630-8.1% | $4,651+11.3% |
| Admin fee / account holder | $172 | $437-60.6% | $15,900-98.9% | $433-60.3% |